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Investment Management

Building Diversified Portfolios and Proactively Managing Them to Your Needs

We are dedicated to constructing and managing investment portfolios with a high level of personal service. As a defining feature of Lowcountry Financial Group, our investment strategies incorporate a rigorous analytical process to assure we understand client priorities and goals. In addition to identifying short and long-term objectives, we will assess your resources and your level of risk tolerance.

We draw upon a broad investment universe to deliver the most effective investment plans. While providing clients with direct access to top-tier investments, our asset allocation strategies integrate investments into a diversified portfolio that is designed for the long-term pursuit of your goals.

  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Solo 401(K)
  • 529 Plans
  • Educational IRA